Author Archives: Jillian Perkins

About Jillian Perkins

Director of Communications

Arnerich Massena’s White Paper Featured in Nonprofit Association of Oregon Newsletter: Investment Committees: More than the Sum of their Parts

The Nonprofit Association of Oregon recently featured Arnerich Massena’s white paper, Investment Committees: More than the sum of their parts in its May 2019 issue of Oregon’s Nonprofit Digest. We’re pleased to share this paper, which discusses how an investment committee’s ability to function as a team can impact the performance of their investment portfolios. Based on wide-ranging research and direct experience, we provide strategies for committees to strengthen their decision-making and group processes in order to ultimately improve outcomes. Read more »

Watch Arnerich Massena’s Impact Podcasts & Videos

Arnerich Massena experts bring impact investing to life in podcasts and videos. Learn about this remarkable opportunity set by hearing directly from the investment and research professionals who have been investigating impact investing for years. You’ll hear the passion and depth of knowledge firsthand, and gain a deeper understanding of the thoughtful approach and philosophy underlying Arnerich Massena’s impact investing portfolio. Click the links or access each of the videos below. Read more »

“A Decade Long Proof Statement”: Real Leaders Podcast interviews Tony Arnerich and Bryan Shipley, CFA, CAIA, about impact investing

“Opportunities are everywhere,” Tony Arnerich remarks as he launches into an in-depth discussion with Real Leaders podcast host Kevin Edwards and co-CIO Bryan Shipley, CFA, CAIA. “Let’s go, let’s start funding, let’s use our incredible analytical skills and history and experience to go sort out the nuggets in the industry that are doing something meaningful in sustainability, in socially responsible, in impact investing. We went out and found them, we funded them, we seeded them.” Tony, Bryan, and host Kevin sat down for a live interview discussing impact investing, climate change, and what it means to be a real leader in this area. Tony and Bryan shared Arnerich Massena’s impact investing story – a “decade-long proof statement” demonstrating how ten years of impact investing persistence is coming to fruition. “The great thing about today relative to the past is that the marketplace has just grown up so much – there are more vehicles for clients to invest in who have interest in the space, there’s definitely more understanding,” Bryan notes. Read more »

Tony Arnerich and Bryan Shipley, CFA, CAIA, on Real Leaders Podcast – Coming Soon!

Co-CIOs Tony Arnerich and Bryan Shipley, CFA, CAIA, were recently featured as guests on the Real Leaders podcast. They sat down with host Kevin Edwards for live interview discussing impact investing, climate change, and what it means to be a real leader in this space. Look for the full podcast coming soon; in the meantime, Real Leaders’ Kevin Edwards provides a brief recap:

Listen to Part 1 of Arnerich Massena’s Podcast: Investment Committees: More than the sum of their parts

In our recent white paper, Investment Committees: More than the sum of their parts, we look at why some investment committees generate better investment outcomes than others. We examine what elements can make a committee successful, and discuss group dynamics that can systematically undermine an investment committee’s decision-making ability. In part 1 of our accompanying podcast series, senior consultants Chris Van Dyke, CFA, CAIA, and James Ellis, CFA, go even deeper, bringing their 35 years of collective experience working with committees to the discussion. Read more »

Arnerich Massena Employees Tour Randall Children’s Hospital NICU

Randall Children’s Hospital at Legacy Emanuel Medical Center recently invited Arnerich Massena employees to tour their Neonatal Intensive Care Unit (NICU). Arnerich Massena’s Terri Schwartz, managing director of institutional services and business development, has served on the board of the Randall Children’s Hospital Foundation for two years and arranged the visit as an opportunity for Arnerich Massena staff to see directly the amazing work this facility is doing, much of it thanks to philanthropic donations from the community. Read more »

Arnerich Massena Launches Diversity and Inclusion Committee

Arnerich Massena recently published a white paper about the importance of having gender balance in your advisory team, but we understand that gender is only part of the diversity story. As a firm, we recognize the value of diverse perspectives and how differences in age, gender, background, race, political opinion, sexual orientation, religious beliefs, and physical ability (among others) can contribute to greater innovation, better decision-making, and improved long-term outcomes. We are deeply committed to fostering an inclusive culture that recognizes and appreciates the value of all voices. This is why the firm has launched an internal Diversity and Inclusion Committee, tasked with supporting Diversity and Inclusion values and initiatives and providing education and resources for the firm. Read more »

Listen to Part 3 of Arnerich Massena’s Impact Investing Podcast: Impact Investment Themes

We recently posted part 1 and part 2 of our Impact Investing Podcast Series, which provided some background and context to the history of Arnerich Massena’s impact research, and then discussed what impact investing is and why it’s drawing attention from investors. We’re pleased to now present part 3, in which we look at specific investment themes Arnerich Massena has identified in the impact space, and what opportunities we see for investors in these thematic areas. Co-CIO Bryan Shipley, CFA, CAIA, and research analyst Mitch Vogt discuss water, food and agriculture, resource efficiency, and life sciences/healthcare. Read more »

How to engage with the next generation of donors

You’ve spent years – decades – building a strong donor base, but now your donors are passing their wealth to the next generation. You know this cohort has different values, different forms of communication, and a different way of being in the world. How do you learn to connect with this new generation, and build new relationships that will establish your next decade of donors?

 Our infographic provides some tips that can help: Read more »

Plan sponsors and providers are plagued by the “curse of knowledge,” tending to overuse jargon

What is the “curse of knowledge?” The curse of knowledge is a well-known heuristic in behavioral economics. If you’ve ever tried to teach someone a skill or concept that you are familiar with, you may have encountered this. The curse of knowledge makes it difficult to understand perspectives that don’t have the same foundation of information; for experts in a given area, it’s hard to imagine not having the knowledge you have. Explaining to someone who doesn’t have your background of knowledge can be more challenging than you might imagine, as you try to describe concepts that feel like second nature to you. Read more »